Sr. Financial Planner

Location: Regina, Saskatchewan, Canada. The proportion of on-site and remote work will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing financial products, advice, and client-focused banking services.

What you will do

• Prepare comprehensive financial plans based on clients’ personal circumstances, objectives, and short- and long-term needs.
• Advise on retirement, goal planning, life and wealth protection, major purchases, succession, and tax planning.
• Provide specialized consultation and financial analysis for high-value clients.
• Monitor economic conditions, market trends, legislation, and changes to financial product platforms.
• Support hirify.global Wood Gundy Investment Advisors with client follow-ups, referrals, asset growth, and external business development.

Requirements

• 5–10 years of experience in full financial planning, including expertise in tax and legal planning.
• Current CFP or PFP accreditation in good standing.
• Experience with financial advising, investment planning, retirement planning, and investment products.
• Strong analytical thinking, client service, customer experience, and collaboration skills.
• Legal eligibility to work in Canada and a valid work or study permit where applicable.

Nice to have

• CPA, LLQP, or STEP designation.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan, subject to applicable terms.
• Employee share purchase plan, vacation offering, wellbeing support, and recognition programs.
• Professional growth opportunities and a paid Purpose Day for personal development.
• Inclusive and accessible candidate and employee experience.

Hiring process

• The process may include an attribute-based assessment and skills testing.
• Recruitment may use artificial intelligence tools.